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How to Check and Update Order Status

October 24, 2024

Section 1: How to Access CRM System

Before accessing CRM system, you need to make sure the CRM system is activated.
After the CRM system is activated, it will appear in the left-side menu > Click CRM > Go to CRM System

Section 2: How to Check Order Status

Method 1

How to Check and Update Order Status | Picture 1
You can check the latest 10 pending orders on the dashboard for the order ID, customer name, order date, and amount. Click    to view order details and update the status.

Method 2
How to Check and Update Order Status | Picture 2
After accessing the CRM system, click on 'ORDERS.' This page will display all orders. You can check the order details directly or filter your orders by selecting the customer level. Click    to view order details and update the status.

Method 3
How to Check and Update Order Status | Picture 3
How to Check and Update Order Status | Picture 4
You can also click 'View Details.' All the orders displayed in 'View Details' will be categorized by customer level. You can filter your orders based on customer level, date range, and status. You can also click 'Generate CSV' to download the file.

Section 3: How to Update Order Status

How to Check and Update Order Status | Picture 5
How to Check and Update Order Status | Picture 6
Step 1: Click    to view order details.
How to Check and Update Order Status | Picture 7
Step 2: You can select from the list to update the order status.
How to Check and Update Order Status | Picture 8

Step 3: You can also leave a comment and choose to notify the customer by email. If you don't want to notify the customer by email, you can untick that option.

Step 4: Once done, click 'Update.'

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